Innovative tool combines ESG and financial stewardship data in single company rating for 5,500 listed equities globally The firm's investment teams can access the proprietary RI ratings tool through an integrated data framework that supports existing traditional and advanced research tools Columbia Threadneedle Investments is adding to its extensive fundamental research effort by launching an innovative responsible investment (RI) ratings tool that combines an assessment of a company's financial stewardship with a view on how well it manages its Environmental, Social and Governance (ESG) risks. By combining both aspects into a single, forward-looking rating from 1 to 5, the tool reflects Columbia Threadneedle's belief that prudent management of financial and ESG factors are important to a company's ability to create long-term, sustainable value. Research conducted by the RI team covering the last five years demonstrates that companies that perform best on financial and ESG factors have the capacity to outperform.
Columbia Threadneedle Investments today announced that Columbia Management Investment Advisers, LLC has completed its acquisition of Lionstone Partners, Ltd., a leading national real estate investment firm. Lionstone specializes in investment strategies based upon proprietary analytics and manages approximately $6 billion in assets.
Columbia Threadneedle Investments today announced the launch of an innovative new target date solution for the retirement marketplace, the Columbia Adaptive Retirement Series. Based on the firm’s proprietary Adaptive Risk Allocation methodology, the solution aims to provide investors with capital appreciation and current income consistent with the target retirement year while smoothing the ride through volatile markets.
Columbia Threadneedle Investments today announces the appointment of Colin Lundgren as Global Head of Fixed Income. Mr. Lundgren is currently Deputy Global Head of Fixed Income and has been with the company for 31 years. Mr. Lundgren will report to Colin Moore, Global Chief Investment Officer.
Columbia Threadneedle Investments today announced an agreement for Columbia Management Investment Advisers, LLC to acquire Lionstone Partners, Ltd., a leading national real estate investment firm based in Houston.
Columbia Threadneedle Investments today announced that Columbia Management Investment Advisers, LLC has completed its acquisition of Emerging Global Advisors, LLC (EGA), a New York-based registered investment adviser and a leading provider of strategic beta emerging market portfolios. Terms of the acquisition were not disclosed.